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The International Onboarding Orchestrator (IOO) is responsible for managing and streamlining the end-to-end onboarding process for clients entering multiple jurisdictions. This role supports the delivery of a first-class onboarding experience for HSBC’s CIB clients, ensuring client needs are proactively identified and addressed. The IOO acts as the central point of coordination, orchestrating the efforts of various teams to provide clients with a unified and efficient onboarding experience across different markets. The role is part of a global initiative, with IOO teams located in key GSC locations to enable seamless allocation of deals and alignment to client expectations, time zones, and language dependencies.
Job Responsibility:
Manage the end-to-end account opening journey for top-tier clients and the most profitable deals, providing a positive and professional service and an exceptional customer experience
Act as the main point of contact for clients regarding all elements of onboarding, coordinating with stakeholders across the organisation
Leverage existing data and pre-fill forms to eliminate duplicate documentation requests and accelerate onboarding
Draft project plans based on client priorities, ensuring feasible timelines and that SLAs are met across all markets involved
Build strong stakeholder networks to facilitate smooth and timely customer onboarding, promoting collaboration and best practices across CIB
Guide clients through KYC documentation and address client questions effectively
Ensure compliance with all operational risk frameworks and regulatory requirements, providing consultancy and support to clients for successful onboarding
Requirements:
Excellent understanding of Onboarding and KYC processes, including client type specific requirements
Proven experience in leading the delivery of excellent customer service, proactively looking for innovative ways to improve service delivered to customers
Project management skills desirable
Comprehensive understanding of risk management and proven experience of ensuring compliance with relevant regulatory processes
Strong interpersonal skills with highly developed capacity to influence others
Ability to prioritize and work independently under pressure
Product knowledge beneficial (e.g. Markets)
Excellent command of Mandarin and English (verbal and written)
Nice to have:
Project management skills
Product knowledge (e.g. Markets)
What we offer:
Variable pay
Comprehensive and competitive package of benefits covering healthcare, family friendly leaves, pension and life assurance
Competitive salary
Annual performance-based bonus
Additional bonuses for recognition awards
Multisport card
Private medical care
Life insurance
One-time reimbursement of home office set-up (up to 800 PLN)